Steve Luman

Wahlstrom Financial Services Pty Ltd

Silver
10 Yrs Experience
Bundall, QLD 4217
"Life's better when the Sun's out" will always be one of my favourite sayings, but as most people know I have recently merged my business with leading Gold Coast Advice Firm, Wahlstrom Financial Services. Being part of a larger team (I am a Senior Adviser in a team of 5 Advisers and 11 Support staff), allows me to focus on developing the areas of advice that mean the most to my clients, as well as providing a more streamlined and efficient implementation and advice support service for an exceptional client experience.  If you're coming across my profile for the first time: I've been a qualified Financial Adviser for 10 years, and my extensive background in finance and property investment/development, as well as my SMSF and TPB accrediations enable me to provide well-rounded and holistic advice with practical strategies to help my clients achieve the type of financial success that just can't be learned solely from reading books. No matter what stage you are in life, the road to success is always under construction, and sometimes you need to take a detour and embrace new beginnings.  I look forward to hearing your story and working with you towards making the financial impact you are seeking.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 7
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Wahlstrom Financial Services Pty Ltd

Gold Coast Financial Centre Level 5, 128 Bundall Rd
Bundall, QLD 4217

Opening hours

  • 9:00am – 12:00pm Saturday
  • 9:00am – 5:00pm Monday – Friday

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252

4.90
7 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"I have been a client of Steve's for 7 years. He has advised me in areas of self managed super funds, investment properties and stock market assets with the aim of being able to retire mortgage free. I am completely confident in Steve's advice, knowledge and expertise - and his being able to steer and keep me on track for my goals. He is a great listener and has been available when I require his attention and advice. I cannot rate him highly enough - he is a man of integrity who loves working with his clients to help them to achieve their goals - not his!"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I find Steve really listen to your circumstances and provide advice accordingly. He is very professional in handling any question and always on the look out for your best interest in terms of paying less and making more profit available. He is definitely the financial adviser I would totally trust in handling my finance particularly in regards to superannuation and its utilisation. I totally recommend Steve Luman, his team and Sunlife financial advisory in handling financial management."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am only a small investor however Steve always takes the time to sit with me and talk things through no matter how small. He is attentive, honest and reliable. He gives me clear guidance and understanding .... and speaks in language that can be understood rather than technical financial talk. I can see myself being a client of Steve's for as long as he will have me."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"'Steve has given me advice in areas including loan products, self managed super funds and managing debt. Steve was usually able to explain things to me in a clear way. Through Steve's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Steve's full care and attention when I needed it.'"

  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve has given me advice in areas including super, income protection, life and trauma insurance. Steve was able to explain things to me in a clear way. Through Steve's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Steve's full care and attention when I needed it"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My husband and I were seeking financial advice to help us become better prepared for our retirement. Steve has been incredibly professional, approachable and reliable and the financial options outlined in the Statement of Advice (SOA) are extremely thorough, easy to understand and achievable. We were keen to acquire our first investment property and had lots of questions about the process, property market status, taxation benefits and finance options, to name a few. Steve possesses great communication skills and did an exemplary job answering our questions concisely and is still supporting us through the process. Steve is trustworthy, ethical and a straight shooter, which I think are essential qualities when providing expert advice to people about their financial plans and retirement. Value for money is exceptional (my brother-in-law is also a financial adviser and made comment on this) and we have no hesitation whatsoever in recommending Steve as a financial adviser. You'd be mad if you didn't! Thank you Steve - you're a legend!"

  • Superannuation
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve’s knowledge and support was exceptional. I highly recommend Steve."

  • Insurance Protection
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
International Institute of Technology (IIT)
Completed
2013

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
International Institute of Technology (IIT)
Completed
2013

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
International Institute of Technology (IIT)
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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